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iShares Core MSCI Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2001
Carolina Wealth Advisors
South Carolina
$108K +$108K +1,603 New
SRCM
2002
Signature Resources Capital Management
California
$107K +$8.79K +131 +9%
TCOT
2003
Trust Company of Toledo
Ohio
$107K – – –
GWM
2004
GSB Wealth Management
Connecticut
$105K +$1.48K +22 +1%
BHWM
2005
Beaird Harris Wealth Management
Texas
$103K -$4.5K -67 -4%
LWCFA
2006
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K – – –
IWP
2007
IAG Wealth Partners
Wisconsin
$103K -$20.1K -300 -16%
IRC
2008
Investors Research Corp
Georgia
$102K +$2.88K +43 +3%
FMII
2009
Farmers & Merchants Investments Inc
Nebraska
$96.5K -$3.09K -46 -3%
BBPWM
2010
Blue Bell Private Wealth Management
Pennsylvania
$95.3K +$33.9K +505 +55%
CWP
2011
Concord Wealth Partners
Virginia
$95.1K +$1.01K +15 +1%
CT
2012
Clearstead Trust
Maine
$95K – – –
CFFP
2013
Center for Financial Planning
Michigan
$94.2K +$4.83K +72 +5%
TH
2014
TCTC Holdings
Texas
$92.1K – – –
ACA
2015
American Capital Advisory
Idaho
$89.9K -$8.32K -124 -8%
HI
2016
Hoey Investments
Pennsylvania
$89.8K – – –
LIA
2017
Luken Investment Analytics
Tennessee
$89.4K – – –
FFC
2018
First Financial Corp
Indiana
$87.2K – – –
KFP
2019
Kerr Financial Planning
California
$86.1K – – –
KBFS
2020
Kohmann Bosshard Financial Services
Ohio
$84.8K +$84.7K +1,262 New
CWP
2021
Clark Wealth Partners
Illinois
$84.6K – – –
WA
2022
Whipplewood Advisors
Colorado
$83.2K – – –
C
2023
Covestor
United Kingdom
$82K -$9.19K -137 -10%
MSWA
2024
Marshall & Sterling Wealth Advisors
New York
$80.7K -$69.7K -1,039 -46%
TFG
2025
Team Financial Group
California
$80.6K +$8.12K +121 +11%